View System and Practice Templates

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

NextGen® Enterprise EHR Help

Selecting a Template

This section explains how to select and open the following types of templates in NextGen® Enterprise EHR: Medical Records and Demographics templates System and Practice templates Group Medical Records templates Case Management templates View Medical Records and Demographic Templates You can view the medical records and demographics templates in NextGen Enterprise EHR. View System and Practice Templates Group Medical Records Templates Case Management Templates Parent topic: Using Templates

NextGen® Enterprise EHR Help

Open Your Custom Practice Template with an Orders Management Order Control

Open NextGen® Enterprise EHR Do one of the following: On the File menu , select System\Practice Template. If available, execute a template field trigger for selecting system and practice templates. The Select Template window opens. Select the Practice tab. In the Show section, select one of the following options: To display all of the available practice templates, select All. If you have a user-defined, preferred list of templates, select Preferred to display them. You can use the Templates Preferences feature of NextGen® Enterprise EHR to define your list of preferred templates. Locate and double-click your practice's template with the Orders Management order control. To quickly find the template, select any row in the list, and enter the first few letters of the template name. The first matching template is highlighted in the list. Parent topic: Managing Orders for All Patients across a Practice

NextGen® Therapy Suite Help 30.3.13.0

Open the Specialty Configuration Home

You can open the specialty configuration homepage using the file menu. Open the NextGen® Enterprise EHR application. From the File menu, select System / Practice Template. The Select Template window opens. Select Template Note: By default, the System tab is selected, and preferred templates are displayed on the Select Template window. If the *Specialty Config Home option is not displayed in the preferred templates list, select All in the Show section. All system templates are displayed. Select *Specialty Config Home from the list, and then select OK. The Specialty Config Home template opens. Parent topic: Specialty Configuration Home

NextGen® Enterprise EHR Help

Templates Preferences

The Templates preferences enable you to do the following: Select specific templates to include in the Preferred list of templates in the Select Template window. Set up a default template for new encounters and for the Workflow module Appointments window. Assign a 3-dimensional view to read-only template fields. For more information on templates, go to NextGen Healthcare Success Community, and download the latest Templates User Guide for NextGen® Enterprise EHR . Add a Template to the Preferred Templates List Set up a Default Template Set up the 3D Look for the Template Fields Preference Parent topic: User Preferences

NextGen® Enterprise EHR Template Editor Help 8

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

View System and Practice Templates

Recommendations

View Medical Records and Demographic Templates

Selecting a Template

Open Your Custom Practice Template with an Orders Management Order Control

Open the Specialty Configuration Home

Templates Preferences

Template Types

View Medical Records and Demographic Templates

Selecting a Template

Open Your Custom Practice Template with an Orders Management Order Control

Open the Specialty Configuration Home

Templates Preferences

Template Types